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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,335 | $106,864-36.1% | $147,318-53.6% | $82,637-17.3% |
| Participation rate | 85.2% | 75.5%+9.7pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 20.08% | 27.49%-7.4pp | 70.43%-50.4pp | 53.51%-33.4pp |
| Employer contribution / active EE | $3,055 | $3,417-10.6% | $4,593-33.5% | $2,552+19.7% |
| Participant deferral / active EE | $9,962 | $6,496+53.4% | $7,906+26.0% | $4,126+141.4% |
| Admin fee / account holder | $676 | $8,415-92.0% | $13,708-95.1% | $7,339-90.8% |